An Educational Guide
for Plan Sponsors
Exclusive events to help
participants get there
The RereSM Workshop Series
FOR PLAN SPONSOR USE ONLY. NOT FOR USE WITH THE PUBLIC.
The RereSM Workshop Series
No matter where your team may be on their journey to re-
Accessible
tirement, as a plan sponsor, you want to help them embrace
The RetireSmart series is built for a high level of engage-
key financial opportunities throughout their career. The
ment through a combination of traditional face-to-face
RetireSmart Workshop Series from MassMutual can help
instruction and technology-enabled learning.
give participants the knowledge and confidence they need
to help build a solid plan for retirement.
Measurable
Our robust reporting lets you easily track and measure
Comprehensive
participation and overall results.
With a wide choice of workshops, you are sure to find solutions that fit everyones’ needs and help you achieve your
plan goals. Every workshop is supported with plan-specific
Getting There
enrollment material.
Empowering
For many, investing may not be something they are comfortable with. Participants will come away from our workshops with concepts they can easily grasp and plans they
can put into action.
From beginners to experienced individuals,
MassMutual and your advisor are available to help
your participants with financial strategies from hire
to retire...and beyond.
Workshops at-a-glance
Workshops
Key Topics
Audiences
Welcome to Your
Retirement Plan
tAdvantages of your retirement plan
tInvestment basics
tAnyone not currently enrolled in the
retirement plan
tYour plan specifics
tBeginning investors
tAdvantages of your retirement plan
tInvestment basics
tAnyone not currently enrolled in the
retirement plan
tYour plan specifics
tThose who may be under contributing
e4SM – Enhanced Electronic
Education Experience
(supported by iPod touch®)
tBeginning investors
Tour RetireSmart.com
tIntroduction to the participant website
tPlan participants and new enrollees
tReview the RetireSmart Ready Tool
tUsing online tools to make changes and
complete transactions
Building a Strong Financial
Future Series
(includes workbooks)
tFinancial considerations that may affect your retirement
planning (emergency fund, saving for college, buying a
home, and estate planning basics)
tPlan participants and new enrollees
tPresentations are segmented by age (20-30, 30-45, 45+)
So You Think You Can
RetireSmart Challenge
tGame show format to test one’s knowledge about
retirement planning
tAll plan participants
tBeginning & intermediate investors
tFun, interactive, and educational
Maximize Retirement
Success
tHow much to save
tAll plan participants
tYour investment options
tBeginning & intermediate investors
tDeveloping an investment strategy
The Pulse of the Market
– Understanding today’s
financial markets
tFactors that drive the economy
tParticipants interested in capital markets
tIntermediate investment theory
tIntermediate investors
Your Defined Benefit Plan
tHow pensions work
tDiversifying with a global perspective
tPension plan participants
tHow your benefit is calculated
tDistribution options
Pre-Retirement Seminar
tInvesting in the short-term
tRetirement income needs assessment
tWithdrawal strategies
tPlan participants over 50
Choose the meeting format that works best for
your organization
Ask us about e4SM!
Using the power of technology
Format
Best Suited For
t In person group
workshops*
t One-on-One sessions*
t Live webcast
t Self-paced web tutorial
(available 24/7)
Individuals who prefer a
degree of guidance and the
ability to ask questions.
Independent learners who
want the freedom and tools
to review the content online
when it’s most convenient
for them.
Exclusive to MassMutual, e4SM – or “Enhanced Electronic
Education Experience” – is an exciting and highly effective
presentation method that can increase plan participation
in your organization. Participants in our innovative e4SM
workshops use an iPod touch® – pre-loaded with your plan’s
specifics – to input information, determine their risk, model
different scenarios, and enroll in the plan, all on the spot.
* On-site meetings require a minimum attendance of 25 participants.
e4SM results speak for themselves
“
What a great way to learn about
the plan and enroll at the same time.
MassMutual’s Retirement Education
Specialist really made it easy for me to
understand how it all works.
”
– e4SM Workshop participant
Percentage of non-contributing participants which
increased deferrals as result of the e4SM workshop
75%
Average contribution rate for e4SM workshop attendees who enrolled in their retirement plan
4.2%
Percentage of contributing participants which
increased deferrals as result of the e4SM workshop
51%
Average contribution increase for contributing
participants as result of the e4SM workshop
2.9%
Percentage of clients that conducted an e4SM
workshop who requested that the e4SM workshop
become their company standard for workshops
88%
Learn more
MassMutual and your financial advisor can help you put together a workplace education solution that best fits
your organization. To learn more about sponsor tools and services, please visit www.massmutual.com/retire and
select the “Plan Sponsor” tab. To schedule a workshop, contact your MassMutual service representative.
© 2012 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved. www.massmutual.com. MassMutual Financial Group is a marketing name for
Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives.
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